News & Articles

News

Asset Class Overview April 2024

16 Apr 2024 by Anastassia Juventin

An allocation to private markets can not only enhance total returns but also smooth the overall investment path by providing additional sources of returns. Partners Private continue to look for attractive investment opportunities with attractive risk / return characteristics. Below we provide some more detail on the outlook and opportunities across some of the private asset classes we cover.

Education

What is Private Credit?

16 Apr 2024 by Anastassia Juventin

Over the past decade, private credit experienced a number of tailwinds that boosted the demand for the asset class from both institutional and private investors. Today, the private credit market is estimated to stand at over USD $1.5 trillion. In this article we discuss what private credit characteristics are and the benefits of adding an allocation to your investment portfolio.

Education

How to invest like the Future Fund

07 Mar 2024

Our Managing Director Mathew Cassidy joined James Kirby, Wealth Editor at The Australian for an episode of The Money Puzzle to explain what unlisted assets are, balancing risk and return, and how Partners Private are opening the doors to unlisted investment opportunities that clients would not be able to access on their own. 

News

Asset Class Overview January 2024

24 Jan 2024 by Anastassia Juventin

Amongst the ongoing uncertainty that investors are facing, we remain convinced that including an allocation to private markets can not only enhance total returns but also smooth the overall investment path. We continue to look for attractive investment opportunities that offer both portfolio diversification and attractive risk/return characteristics. While private markets are often seen as a single investment option, it is important to note that return dispersion tends to be relatively high across these assets compared to public market equity and bond strategies. Therefore, a disciplined and rigorous due diligence processes combined with sector selection and partnerships with experienced investment managers is crucial for investment success.

News

Private Market Outlook January 2024

24 Jan 2024 by Anastassia Juventin

For most of the past year, investors grappled with elevated levels of uncertainty. While the Australian and US economies managed to (so far) avoid an economic hard landing, persistent inflation and higher interest rates remained a concern for capital allocators. In this environment, investment portfolios that included exposure to alternative asset classes tended to deliver higher and more consistent returns. For 2024 and beyond, we expect long-term structural trends to support further growth across private markets with opportunities from repricing persisting in the coming years.

News

Market Update - June Quarter 2023

30 Jun 2023 by Graeme Bibby

Economic developments over the last month have included sticky inflation, the fear of a wage-price spiral and a return of central banks hiking interest rates.  These all weighed on public and private markets at the end of the second quarter.